See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,866 | $147,039-49.8% | $64,056+15.3% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 72.3%-72.3pp | - |
| Annual return | 21.62% | 7.51%+14.1pp | 33.69%-12.1pp | - |
| Employer contribution / active EE | $0 | $2,405-100.0% | $2,747-100.0% | - |
| Participant deferral / active EE | $0 | $3,377-100.0% | $3,880-100.0% | - |
| Admin fee / account holder | $3,180 | $6,926-54.1% | $3,068+3.7% | - |